6-Point Business Health Check
Client Intake Form
Client's Name
First Name
Last Name
Client's Phone Number
Client's Email Address
example@example.com
Company Name
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Key Areas to Evaluate in Your Startup Health Check
6-Point Business Health Check
1. Vision & Value Proposition (The "Why"):
This is the core idea, the problem you're solving, and the unique value you offer. It's the foundation upon which everything else is built.
Who Are Your Top Competitors Today? Have new players entered the space?
Is Your Value Proposition Still Strong? Are you solving a real pain point?
Are You Keeping Up With Industry Trends? Are you aware of new customer initiatives?
2. Product/Service & Execution (The "What" and "How"):
This encompasses the actual offering, its development, and the operational processes required to deliver it effectively.
Automation & Technology Use: Are manual processes slowing you down? Describe how things are done.
Supply Chain & Logistics: Are operations cost-effective? Give examples.
Workflow Optimization: Are tasks being duplicated unnecessarily? Refer back to your answer regarding Automation & Technology - is there a gap or overlap?
3. Customers & Market (The "Who"):
Understanding your target audience, their needs, and the broader market landscape is crucial for survival and growth.
Net Promotor Score (NPS): Do customers recommend your brand?
Churn Rate: Are too many customers leaving?
Customer Support Metrics: Are complaints increasing, stable, or decreasing?
4. Team & Culture (The "Who Else"):
The people you surround yourself with and the environment you create are critical for execution,innovation, and long-term success.
Employee Engagement Scores: Are your team members motivated?
Turnover Rate: Are key employees leaving?
Skill Gaps: Does your team have the expertise needed for growth?
5. Finance & Sustainability (The "How Much"):
Managing resources, achieving profitability, and ensuring the long-term financial health of the business are essential.
Burn Rate & Runway: How long can you operate without additional funding?
Profit Margins: Are you making money, breaking even, or losing money?
Customer Acquisition Cost (CAC): How much does it cost to get a new cost?
Lifetime Value (LTV): What is the ratio of your LTV to CAC - example 2:1 5:1 1:1 0.5:1?
Revenue Growth Rate: Are you growing at a sustainable pace?
6. Growth & Scalability (The "What Next"):
Planning for expansion, adapting to change, and strategically positioning the business for future success or potential sale.
Conversion Rates: Is your website converting visitors into customers? Conversion rate?
Lead Generation Effectiveness: Are your marketing efforts bringing in quality leads? What are your metrics?
Brand Awareness: Are people talking about your startup or small business? Examples?
Do you have a clear vision for the next 3-5 years?
Are you prepared for economic shifts or industry changes?
Is your exit strategy defined? (IPO, acquisition, etc.)
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